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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
776
FormulaFolio Investments
Michigan
$246K -$15.1K -546 -6%
BCI
777
Brinker Capital Investments
Pennsylvania
$245K -$730K -26,316 -75%
HPC
778
HM Payson & Co
Maine
$243K – – –
AIM
779
Anchor Investment Management
South Carolina
$241K -$30.8K -1,110 -11%
EP
780
Edgestream Partners
New Jersey
$241K -$832 -30 -0.3%
HPC
781
Hobart Private Capital
North Carolina
$240K +$9.99K +360 +4%
HA
782
Harborview Advisors
Maine
$239K – – –
PPCM
783
Pillar Pacific Capital Management
California
$236K -$26.3K -948 -10%
UWPG
784
Ullmann Wealth Partners Group
Florida
$236K – – –
CWA
785
Clarus Wealth Advisors
Arizona
$236K +$499 +18 +0.2%
CM
786
Capital Management
Virginia
$234K – – –
KLCM
787
KG&L Capital Management
Louisiana
$233K +$234K +8,442 New
FWM
788
Focused Wealth Management
New York
$232K -$218K -7,860 -48%
TCM
789
Telos Capital Management
California
$232K +$20.5K +738 +10%
LPT
790
Legacy Private Trust
Wisconsin
$230K – – –
AAS
791
Annex Advisory Services
Wisconsin
$228K – – –
TW
792
TrinityPoint Wealth
Connecticut
$227K – – –
CI
793
Chartist Inc
California
$227K +$227K +8,184 New
CNBT
794
Canandaigua National Bank & Trust
New York
$226K -$2K -72 -0.9%
SL
795
Salomon & Ludwin
Virginia
$223K – – –
MIC
796
Means Investment Company
Maine
$223K +$9.49K +342 +5%
FNBOO
797
First National Bank of Omaha
Nebraska
$223K +$224K +8,070 New
WOC
798
West Oak Capital
California
$221K – – –
LC
799
Lincoln Capital
Nebraska
$221K +$2K +72 +0.9%
WIA
800
Wealthstreet Investment Advisors
Texas
$219K -$333 -12 -0.2%
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